top of page

LET'S START WITH OUR SUPPLIERS SECTION

Add new suppliers and manage products for new and existing suppliers in one place.

Suppliers

Intro

Click and

create a supplier

Review, modify or delete your suppliers' database

GET STARTED

Step 1: Click on the plus blue button and fill up the categories "supplier," "contact" and "purchase required".

Create suppliers

1

2

3

Supplier name

Contact

Purchase required (Optional)

Step 2: Once step 1 is completed, we can add products to each supplier created.

Create products

4

Products

ADDING NEW SUPPLIERS

Add new suppliers and manage products for new and existing suppliers in one place.

Adding new suppliers

Step-by-step adding a new supplier (web only)

Step 1

  • Go to the Suppliers tab and click the (+) icon.

Step 2

  • Supplier:
    Input the supplier's business name. Account number and code are optional. Add a minimum order amount if the supplier charges you a delivery fee for small orders. Your team will get a notification if the minimum amount isn't reached.

Step 3

  • Contact:
    Input the supplier's rep contact details. It is important to add their email address and yours.

Step 4

  • Products:
    Save the supplier to add their products. Product editing is enabled once the supplier is saved.

Step 5

*Purchase required is optional.

Manage:

Access, edit and delete supplier  products.

Edit:

Edit supplier details and contact information.

Delete:
Remove supplier from Viability.

ADDING & MANAGING PRODUCTS

Specials or new products? Add or edit product lists in the Suppliers screen.

Adding & Manging products

Step-by-step adding a new product

Step 1

Search for the supplier you want to edit. 

Screen Shot 2022-12-06 at 11.45.19 am.png

Step 2

Select the "Products" tab and click "Add Products".

Screen Shot 2022-12-06 at 11.48.48 am.png

Step 3

Product info

Fill out: code, name, brand

Screen Shot 2022-12-06 at 11.31.37 am.png

Step 4

How is GST calculated? Decide for one of the options

If the price of the product (the one shown in your invoice) includes GST, select: 

Price includes GST

If the price of the product (the one shown in your invoice) is plus GST, select: 

Price excludes GST

If the price of the product (the one shown in your invoice) does not have GST, select: 

GST does not apply

Screen Shot 2022-12-06 at 11.59.30 am.png

Step 5

"Can I sell this item?"  Activate or deactivate following this:

If you buy a product and will be sell without alteration. 

i.e. Buy 10 can of cokes and sell them straight away.

If you buy a product as an ingredient.

i.e. tomatos for a pizza, eggs for a sandwich, etc. 

Activate

Deactivate

And then add a final SALE PRICE (with GST included always if applicable)

Screen Shot 2022-12-06 at 11.31.37 am.png

Step 6

Ordering info

How do you order the product?

The product is sold as an individual unit

eg. 1 x can tomato

The product comes in a box, carton or sleeve with multiple units.

eg, 375mL cola x 24 (carton)

The product is sold by quantity or volume

eg Apples x 2.5kg

How do you order the product?

CHOOSE UNIT and then one of the options below.

Screen Shot 2022-12-06 at 1.19.21 pm.png

How do you order the product?

CHOOSE QUANTITY and then one of the options below.

Screen Shot 2022-12-06 at 1.23.36 pm.png

How do you order the product?

CHOOSE MULTIPLE and then type the word that will describe that.

Screen Shot 2022-12-06 at 1.30.34 pm.png

Product ordered by:

Step 7

Par level

Select a minimum quantity to have on hand. When ordering you can enter the quantity you have  on site and the order quantity will be pre-filled for you (Optional). (see example at right)

You sell chocolate muffins. You purchase muffins per unit (each). You set the par level in Viability to 6 units. This means that you should have 6 chocolate muffins on site each day. 

At close, when you're ordering for tomorrow, you have 2 muffins left. When you place a new muffin order and input 2 as the number of muffins in stock, Viability will update the ordering quantity to 4 , so you'll have 6 on site when the delivery comes.

Par level

Screen Shot 2022-12-06 at 1.37.37 pm.png
FAQs

FAQs

Does my budget show drafts as well as sent orders?

Yes, the budget subtracts all sent, drafted and validated orders for the week, so you always know where you're at.

Can I create only  the "products" category and not supplier, contact and purchase entry?

All your sent and validated orders are saved to the history for the week they are delivered. To see your orders from last week, navigate to last week and head to history. To see all your order history, go to the Order History tab in the Accounting page.

Can I delete my supplier?

Yes. You only need to click on the red button. 

Can I change the order once I've sent it?

Once you've sent the order to the supplier, you can't tell the supplier of any changes through Viability. You can call the supplier to make changes to the order.

Now, what is next?

After  Suppliers  is done, let's continue to  Ordering 

Didn't find an what you are looking for?

If your question is not in the FAQs list, feel free to reach out for additional support and guidance.

bottom of page